In re Estate of Mocci

CourtSuperior Court of Guam
DecidedMarch 27, 2018
DocketPR0129-16
StatusUnknown

This text of In re Estate of Mocci (In re Estate of Mocci) is published on Counsel Stack Legal Research, covering Superior Court of Guam primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Estate of Mocci, (superctguam 2018).

Opinion

IN THE SUPERIOR COURT OF GUAM ·,' >"t ••

IN THE MATTER OF THE ESTATE OF Superior Court Case No. PR0129-16

ANTHONY MARIO MOCCI, aka DECISION AND ORDER TONY MICHAEL MARK, Re INVOLUNTARY PETITION FOR LETTERS OF ADMINISTRATION Deceased.

The Court here considers whether Attorney Gary Gumataotao, counsel for a purported

creditor of the Estate of Anthony Mario Mocci, may serve as an administrator of the Estate.

Attorney Gumataotao is, and has been for the duration of this matter, legal counsel for Qiurong

Jie Davis, Mocci's former wife, who previously and unsuccessfully petitioned for letters

testamentary. Having considered the parties' arguments, the applicable laws and Rules of

Professional Conduct, the Court DENIES Attorney Gumataotao's Involuntary Petition for

Letters of Administration due to a conflict of interest.

I. PROCEDURAL BACKGROUND

This case initiated upon a petition by Mrs. Davis for letters testamentary with will

annexed. Pet'n Letters Testamentary with Will Annexed (Oct. 11, 20 16). Attorney Gary

Gumataotao represented Mrs. Davis. In this same case, Attorney Georgette Concepcion

petitioned for letters of administration. Pet'n Letters Administration (Oct. 20, 20 16). On the

same day she filed her Petition, Attorney Concepcion also filed a Contest to Probate of Will and

Objection to Appointment of Qiurong Jie-Davis on behalf of her client, Shannon Clay.

ORIGINAL PR0129-16 DECISION AND ORDER re INVOLUNTARY PETITION FOR Page2 LETTERS OF ADMINISTRATION

The Court held a trial on the will contest and found that the document proffered by Mrs.

Davis did not qualify as a will under CNMI law and therefore, could not be accepted by a Guam

court. Finds. Fact & Concls. Law at 8 (Oct. 24, 2017). During the will contest proceedings,

Attorney Gumataotao continued to represent Mrs. Davis. As legal counsel to Mrs. Davis,

Attorney Gumataotao litigated a motion to dismiss Ms. Clay's Objection, Ms. Davis' Motion for

Summary Judgment and the trial on the will contest. Following the Court's Findings of Fact and

Conclusions of Law, Mrs. Davis, still represented by Attorney Gumataotao, filed a claim against

the Estate, valued at $1,800.00. Claim Against Est. (Nov. 20, 2017). 1

Also following the Court's Findings ofFact and Conclusions of Law, on November 29,

2017, the Court addressed Attorney Concepcion's Petition for Letters of Administration. The

Court expressed concern that Attorney Concepcion had a conflict in seeking to act as an

administrator while also representing Ms. Clay. The Court continued the hearing to allow

Attorney Concepcion to consider the conflict issue. On January 9, 2018, Attorney Concepcion

withdrew her Petition.

Shortly thereafter, on January 16, 2018, Attorney Gumataotao filed an Involuntary

Petition for Letters of Administration. The Involuntary Petition, verified by Attorney

Gumataotao, represents that:

a. Attorney Gumataotao is "counsel of record for Creditor" Mrs. Davis.

b. Mrs. Davis reserves the right to appeal the validity of the Will.

c. Mrs. Davis qualifies as a creditor under Guam law. (No statement is made as to Darren Davis as a creditor.)

d. The character and value of the estate consist solely of a lawsuit as personal property.

e. Mrs. Davis is the sole beneficiary and Decedent Mocci's ex-wife.

1 The Claim also lists Mrs. Davis' husband, Darren Davis, as a claimant.

ORIGINAL PR0129-16 DECISION AND ORDER re INVOLUNTARY PETITION FOR Page3 LETTERS OF ADMINISTRATION

f. Attorney Gumataotao, as legal counsel for a creditor, is entitled to involuntary Letters of Administration pursuant to 15 GCA §§ 1801 and 1805(a)(2).

II. LAW AND DISCUSSION

Under the Probate Code, an administrator must be a natural person over the age of

majority, a resident of and physically present in Guam, not a felon, and not "incompetent to

execute the duties of the trust by reason for drunkenness, improvidence, or want of

understanding or integrity." 15 GCA §§ 1701, 1801(b). As defined in Black's Law Dictionary

(lOth ed. 2014), "improvidence" means "A lack of foresight and care in the management of

property, esp. as grounds for removing an estate administrator." A creditor may act as an

administrator. 15 GCA § 1805(a)(8). Also any competent person, including "an attorney at law

who indicates his willingness for such appointment" may act as an administrator. 15 GCA §

1805(a)(9).

The Court fmds that Attorney Gumataotao is a natural person, over the age of majority, a

resident of and physically present in Guam, not a felon, and an attorney willing to take on the

task. The Court also finds that there is no evidence of his disqualification by way of drunkenness

or improvidence. In these regards, the Court has no concerns regarding Attorney Gumataotao's

qualifications.

However, an administrator must have "integrity," which Black's Law Dictionary defines

as: "I. Freedom from corruption or impurity; soundness; purity. 2. Moral soundness; the quality,

state, or condition ofbeing honest and upright." Based on the plain meaning of"integrity" and

the Black's Law Dictionary's definition, the Court has serious concerns about the irreconcilable,

dual fiduciary obligations should Attorney Gumataotao act as Administrator of the estate while

simultaneously representing Mrs. Davis.

RIGINAL PR0129-16 DECISION AND ORDER re INVOLUNTARY PETITION FOR Page4 LETTERS OF ADMINISTRATION

An administrator of an estate is a fiduciary, with responsibilities to heirs, beneficiaries,

and creditors to protect their legal rights in the estate. See Nathanson v. Super. Ct., 525 P.2d 687,

693 (Cal. 1974) (en bane). An administrator shall take into his possession of all the real and

personal property, and collect a decedent's debts, rents and profits. 15 GCA § 2205. An

administrator also has the heavy duty to determine whether to allow or reject any presented

claims. 15 GCA § 2531.

While a creditor may qualify to administer an estate, 15 GCA § 1805(a)(8), the Court

sees Attorney Gumataotao in a different light than a creditor. He is in fact not a creditor, but

rather, a creditor's attorney. As an attorney, he has basic duties to his client: a duty of

confidentiality (see GRPC 1.6), and a duty ofloyalty by which an attorney must dedicate his

entire energy to promoting the client's interest (see Flatt v. Super. Ct., 885 P.2d 950, 958 (Cal.

1994) (en bane) (discussing duty ofloyalty)). "The rule is designed not alone to prevent the

dishonest practitioner from fraudulent conduct, but as well to preclude the honest practitioner

from putting himself in a position where he may be required to choose between conflicting

duties, or be led to attempt to reconcile conflicting interests, rather than to enforce to their full

extent the rights of the interest which he should alone represent." Flatt, 885 P.2d at 958.

The Court finds that if allowed to act as an administrator while still acting as Mrs. Davis'

attorney, Attorney Gumataotao has conflicting, irreconcilable responsibilities. 2 Attorney

Gumataotao cannot protect the rights of all heirs, beneficiaries, and creditors while advocating

for the rights of his client, Mrs.

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Related

Nathanson v. Superior Court
525 P.2d 687 (California Supreme Court, 1974)
Flatt v. Superior Court
885 P.2d 950 (California Supreme Court, 1994)

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In re Estate of Mocci, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-mocci-superctguam-2018.